I am available Tuesday at 6:00pm, Wednesday at 7:00pm or Friday at 5:30pm. Then tell them days and times you have available. Then get out your notepad/planner and look at it.
#Open care final expense plans free
What life insurance do you have in place currently? (Regardless of answer) Well I am taking time today to meet all of my neighbors, but I want to make an appointment to sit down with you and (if they already have life insurance) give you a free review of your current coverage OR (if they have no life insurance agent) show you how you can protect the people you care about with the right type of insurance. Now the prospect is telling you why they need the policy, rather than you telling them why they need the policy… Then go into sales presentation.ĭoor Knocking For Appointments: Hi, my name is _ and I own _Insurance Agency here in town.
You say “I understand but why do you feel it’s your responsibility…why wouldn’t you want to leave that burden for your children to worry about?” They usually say it’s their responsibility their children have their own lives to live, etc. Sales Appointment Opening: Mr(s) Prospect, down the road when it is your time to pass (or other phrase you like for “when you die”), who’s responsibility is it to have the money on hand to pay for your funeral, yours or your children’s? They will usually say it’s their responsibility. If you haven’t yet learned about the need for every one of your clients to have a final expense policy, and the Legacy Safeguard Selling System, please read the article, Covering the 100% Risk Every Client Has, before you move on.Ĭlient Cross-Selling: Follow sale of other product or as follow up “What have you done to plan for your final expenses?” or “What life insurance do you have in place currently?” Every tip, one liner, question, rebuttal, transition, and phrase that you need to incorporate a successful final expense campaign into every client presentation.
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